Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,611 | $162,529-40.6% | $130,788-26.1% | $154,746-37.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 17.99% | 510.48%-492.5pp | 386.44%-368.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,581 | $4,447-19.5% | $3,558+0.6% | $4,379-18.2% |
| Participant deferral / active EE | $4,969 | $4,808+3.3% | $4,137+20.1% | $6,730-26.2% |
| Admin fee / account holder | $7,898 | $7,669+3.0% | $6,673+18.4% | $14,365-45.0% |